Rethinking core equity – in search of investment alpha
22 July 2026 11:00am-12:00noon
Today’s equity landscape is shaped by concentrated index leadership, shifting factor regimes, and evolving client preferences between passive, quantitative, and fundamental approaches. In this session, Andrew Sharp-Paul will share a practical framework for identifying where active management can still add value, and how investors can unlock those opportunities through more deliberate portfolio design. We will discuss how “core equity” is being rethought, why blending styles can improve portfolio...
